Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,826
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$56.1M
3
+$43.5M
4
DIS icon
Walt Disney
DIS
+$41.5M
5
PEN icon
Penumbra
PEN
+$38.4M

Top Sells

1
+$52.6M
2
+$43M
3
+$41.7M
4
ICLR icon
Icon
ICLR
+$33M
5
RTX icon
RTX Corp
RTX
+$30.8M

Sector Composition

1 Technology 18.5%
2 Financials 12.8%
3 Industrials 10.87%
4 Healthcare 9.14%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71.3M 0.15%
518,812
+10,233
152
$71.2M 0.15%
306,571
+303,551
153
$69.9M 0.15%
547,000
-51,563
154
$69.9M 0.15%
91,622
-8,526
155
$69.8M 0.15%
242,188
-5,489
156
$69.5M 0.15%
888,128
-19,387
157
$68.8M 0.14%
334,596
-14,150
158
$68.7M 0.14%
862,939
-64,218
159
$68.6M 0.14%
367,062
+40,464
160
$68.6M 0.14%
404,772
-15,134
161
$68.3M 0.14%
1,546,588
-11,240
162
$68.3M 0.14%
513,028
-5,963
163
$68.3M 0.14%
378,444
-14,570
164
$67.8M 0.14%
1,459,040
-16,404
165
$67.6M 0.14%
1,559,452
+233,365
166
$67.5M 0.14%
475,350
+9,170
167
$67.5M 0.14%
244,419
+25,301
168
$66.7M 0.14%
324,931
-34,547
169
$65.3M 0.14%
727,721
+14,987
170
$65.2M 0.14%
327,117
-5,984
171
$64.6M 0.14%
796,189
-3,509
172
$64.3M 0.13%
369,190
-66,788
173
$63.4M 0.13%
369,686
-37,581
174
$63.3M 0.13%
307,435
+6,793
175
$62.4M 0.13%
490,527
+10,328
5 6
7
8 9